Seeking Alpha

The Mosaic Company (MOS)

  • Jun. 26, 2012, 10:29 AM
    Fertilizer stocks advance for a second day after the price of new corn rises to its highest since November on the government's report of greater than expected damage to corn crops. Also providing a lift is a Macquarie note that fertilizer companies should be able to significantly increase their dividends. AGU +1.5%, MOS +4%, POT +4%, CF +3.4%.
    | Comment!
  • Jun. 25, 2012, 8:58 AM
    Dahlman Rose raises its outlook on fertilizer shares, believing they largely reflect the valuation eroding impact of a large crop; given that backdrop, the firm sees only two possible outcomes, both of which point to higher share prices. It upgrades CF and POT to Buy from Sell, AGU, RNF and MOS to Buy from Hold, and IPI and UAN to Hold from Sell.
  • Jun. 19, 2012, 12:43 PM
    Corn futures are getting a charge this week over worries that hot, dry weather in the U.S. Midwest will threaten corn inventories, with July futures +3.5% yesterday and +4.7% midday today. Fertilizer companies jump as the higher likelihood of tight corn supplies next year means farmers will plant more corn, driving up the need for fertilizer: CF +4.8%, POT +4.4%, MOS +3.9%, AGU +3.2%.
    | Comment!
  • Jun. 15, 2012, 8:39 AM
    Dahlman Rose cuts its price target (to $38 from $41) and earnings estimates while maintaining a Sell rating for Potash (POT), citing the likelihood of sluggish potash export markets for the rest of the year and high inventories contributing to weaker pricing. The firm is bearish on the sector, also with Sell ratings for CF, UAN and IPI; AGU, MOS and RNF are Holds.
    | Comment!
  • Apr. 30, 2012, 9:22 AM
    More on Canada GDP: The Feb. decline - the worst print in more than 2 years - comes as mining and oil & gas extraction declined 1.6%, led by a 7% decline in mining, led by a 19% decline in Potash mining - a dive surely telegraphed by weak Q1 sales of the fertilizer reported by Potash (POT) and Mosaic (MOS). Improvement, however, is on the way, says Mosaic.
    | Comment!
  • Apr. 26, 2012, 7:49 AM
    More on Potash (POT): "Fertilizer buyers continued to move cautiously at the beginning of the year," says CEO Bill Doyle. Potash sales -47% Y/Y to $583M. Phosphate sales +11.7% to $613M. Nitrogen sales flat at $550M. The company cuts 2012 EPS guidance to $3.20-3.60. Shares -1.9% premarket. (PR)
    | Comment!
  • Apr. 25, 2012, 12:54 PM
    Agriculture stocks are climbing after Mosaic (MOS +4.1%) raised expectations for fertilizer sales to the top end of its previous forecast. Market Vectors Agribusiness ETF (MOO +1.7%) bounces back from yesterday's loss on news that a California dairy cow tested positive for mad cow disease. POT +3.7%, CF +3.5%, AGU +2.7%.
    | Comment!
  • Apr. 25, 2012, 9:06 AM
    Premarket gainers: GEOI +21%. KND +17%. CDXS +9%. AAPL +9%. S +8%. TQNT +8%. JNY +6%. DAN +6%. RFMD +6%. GLW +5%. MOS +5%. ARMH +5%. MT +5%. BRCM +5%. NBR +4%. CLWR +4%. ALU +4%. FTNT +4%. STM +4%. POT +4%. HOG +4%. BBVA +4%. TS +3%. NOK +3%. STD +3%. TEF +3%. VMED +3%. IGT +3%.
    Losers: ICON -14%. BIDU -6%. GSK -3%.
    | Comment!
  • Apr. 25, 2012, 8:26 AM
    Mosaic (MOS) +4.7% premarket after forecasting FQ4 volumes for both potash and phosphates in the upper end of its guidance ranges in light of rapid acceleration in demand. "Global demand for crop nutrients has increased sharply... We expect demand to continue to grow, and crop nutrients to remain affordable." Rival POT +3.7% premarket.
    | Comment!
  • Apr. 18, 2012, 6:25 PM
    Much of the world's recent increased agricultural production and fertilizer demand has come from China, but both may be hitting a wall. Among forces driving the slowdown: China is nine years ahead of schedule on production of staples, it's running out of arable land, and it's finished converting land to fertilizer-heavy crops like corn. It could mean trouble for POT, MOS, AGU, IPI.
  • Apr. 16, 2012, 8:56 AM
    Lazard Capital says potash inventories in North America increased 9% M/M in March after demand softened. The firm expects producers such as AGU, CF, POT, and MOS to see inventories start to decline again in April.
  • Apr. 12, 2012, 7:20 PM
    Mosaic (MOS) raises its quarterly dividend by 150%, from $0.05 to $0.125 per share, as the fertilizer producer looks to put its cash stockpile to use and boost shareholder returns. The increase will cost the company about $127M more per year. Shares +0.6% AH.
  • Apr. 10, 2012, 8:50 AM
    One reason for the continued bullishness on corn is a 4.3M ton reduction in world ending stocks thanks to higher-than-expected feed use demand out of China. Higher incomes = higher demand for meat. (earlier USDA report)
    | 1 Comment
  • Apr. 10, 2012, 8:44 AM
    The USDA sees corn ending stocks unchanged from last month's estimate of 801M bushels. Soybean ending stocks are reduced to 250M bushels from 275M, wheat to 793M from 825M. It's a slightly bearish number for corn as consensus was looking for lower stocks, but owners of the grain don't appear to be in a mood to sell yet. Wheat and beans are indicated to open solidly higher.
    | 1 Comment
  • Apr. 9, 2012, 3:51 PM
    The USDA is expected to report tomorrow expected corn stockpiles at summer's end will be 37% below last year, and possibly the lowest level ever relative to usage. "There will be no relief for consumers until later this year," says an ag economist, and that's only if high prices (and good weather) lead to a bumper crop. MOS -7% in the past month? What gives?
  • Apr. 2, 2012, 12:10 PM
    Farmers are expanding plantings into previously off-limit conservation lands as high prices make crops more profitable than re-upping with the Conservation Reserve Program. The idled land will take years of investment, plowing, and fertilizer application before becoming productive enough to be profitable again.
Visit Seeking Alpha's
MOS vs. ETF Alternatives
Company Description
Mosaic Coproduces and markets concentrated phosphate and potash crop nutrients.Itis organized into the two business segments: Phosphates and Potash.